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Artificial Intelligence

Artificial intelligence covers the companies building and selling machine intelligence — the chips that train and run models, the platforms that serve them, and the applications that put them in front of users. It is the widest technology theme on the market, and spans everything from silicon foundries to consumer software.

264 stocks

Agentic AI AI Inference Silicon AI Memory & HBM AI Software & Applications Chinese AI Sovereign AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
5501	AFO Arrowroot Family Office Marina Del Rey, California	$11.6M	+$289K	11	3.31%	Increased
5502	BWS Broadway Wealth Solutions San Antonio, Texas	$11.6M	+$1.12M	11	5.4%	Increased
5503	DI Disciplined Investors Waco, Texas	$11.5M	+$1.49M	11	5.77%	Increased
5504	CIM Capital Investment Management Lees Summit, Missouri	$11.5M	+$641K	12	3.53%	Increased
5505	KA KDT Advisors New York	$11.5M	+$216K	9	15.95%	Increased
5506	GTWM Global Trust Wealth Management West Palm Beach, Florida	$11.5M	+$513K	9	7.93%	Increased
5507	ELM Elite Life Management Sarasota, Florida	$11.5M	-$9.63K	9	13.48%	Reduced
5508	LC Landaas & Company Milwaukee, Wisconsin	$11.5M	+$225K	9	2.09%	Increased
5509	CP Castleview Partners Dallas, Texas	$11.5M	+$693K	14	5.05%	Increased
5510	WMA William Mack & Associates Troy, Michigan	$11.5M	+$2.56M	8	4.05%	Increased
5511	PWM Peck Wealth Management White Plains, New York	$11.5M	-$803K	11	9.68%	Reduced
5512	FPAM Feynman Point Asset Management New York	$11.5M	+$4.77M	7	20.97%	Increased
5513	LF LifePlan Financial Mankato, Minnesota	$11.4M	+$634K	8	8.02%	Increased
5514	PCM Philosophy Capital Management Alamo, California	$11.4M	-$52.7M	1	0.54%	Reduced
5515	3F 360 Financial Wayzata, Minnesota	$11.4M	-$128K	9	2.9%	Reduced
5516	BFA Bright Financial Advisors Portage, Michigan	$11.4M	+$151K	7	4.78%	Increased
5517	MSRI Michael S. Ryan Inc Latham, New York	$11.4M	+$224K	9	5.7%	Increased
5518	IWM Integris Wealth Management Monterey, California	$11.4M	+$1.92M	9	2.3%	Increased
5519	PC PCB Capital East Brunswick, New Jersey	$11.4M	-$316K	10	13.86%	Reduced
5520	LAM LECAP Asset Management London, United Kingdom	$11.4M	-$1.79M	13	4.88%	Reduced
5521	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$11.4M	-$1.49M	16	34.76%	Reduced
5522	IIA Integrity Investment Advisors Fort Collins, Colorado	$11.4M	-$1.59M	9	4.94%	Reduced
5523	CWA Cura Wealth Advisors Chicago, Illinois	$11.3M	+$1.09M	12	4.84%	Increased
5524	BHWM Beaird Harris Wealth Management Dallas, Texas	$11.3M	+$931K	27	0.71%	Increased
5525	SG Somerset Group Wayzata, Minnesota	$11.3M	+$218K	3	7.96%	Increased